/
How to Run Reports in the Portal

How to Run Reports in the Portal

How To - Use this guide to utilize the Reporting features available in the Softrip Payments Portal. The portal automatically compiles data and statistics related to your sales, disputes, merchants/users, and transaction information from your account.

Ā 

Accessing Report Options

To view reporting options for your account, click Reports, located under the Admin tab.

Using Realtime Reports

Within the Realtime Reports page, there are three pre-built categories for reporting and custom reporting options.

  • Company Reports - Company reports provide both merchants and referrers a look at their profit & loss and balance details.

  • Company Transaction - These transaction reports provide visibility for you and your merchants into your transaction volume, transaction details, and also provide a detailed breakdown of disbursements.

  • Dispute Transaction - this allows you to manage the details of the disputes and chargebacks to understand what is causing these to occur for your merchant base.

To run a report, click the list icon underneath the title of the desired report, then click Run Report.

Ā 

Customizing your Reports

In addition to running real-time reports with preset Payrix portal parameters, you can also customize the data youā€™d like to see in your reports by clicking More Options located next to each report optionā€™s title to change the specific info youā€™d like to see.

Ā 

Related content

Transaction Details Report
Transaction Details Report
More like this
How to Schedule a Withdrawal in the Portal
How to Schedule a Withdrawal in the Portal
Read with this
Reports
More like this
How to Create a Refund in Softrip Payments
How to Create a Refund in Softrip Payments
Read with this
Create Reports
Create Reports
More like this
Softrip Payments - Portal Guide
Softrip Payments - Portal Guide
More like this